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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 159 of 257  ·  5,138 managers
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# Fund / Institution AUM ▼ Positions Period
3161 Shira Ridge Wealth Management $253M 79 Mar 2026
3162 FFG Partners, LLC $253M 36 Mar 2026
3163 O'Rourke & Company, Inc $253M 171 Mar 2026
3164 Stonehearth Capital Management, LLC $252M 96 Mar 2026
3165 Lodestone Wealth Management LLC $252M 832 Mar 2026
3166 PJT Investments Corp. $252M 8 Mar 2026
3167 Western Financial Corp/CA $252M 113 Dec 2025
3168 Meramec Financial Planners, LLC $252M 551 Mar 2026
3169 Carnegie Lake Advisors LLC $252M 167 Mar 2026
3170 Seneca House Advisors $252M 96 Mar 2026
3171 Trustees of Dartmouth College $252M 11 Mar 2026
3172 Hapanowicz & Associates Financial Services, Inc $251M 31 Mar 2026
3173 Maltin Wealth Management, Inc. $251M 132 Dec 2025
3174 Weik Capital Management $251M 90 Mar 2026
3175 Washington State Investment Board $251M 2 Mar 2026
3176 Georgetown University $251M 12 Dec 2025
3177 Hubbell Strickland Wealth Management, LLC $251M 83 Mar 2026
3178 TrueWealth Financial Partners $251M 66 Mar 2026
3179 Quad-Cities Investment Group, LLC $251M 200 Mar 2026
3180 Essex Woodlands Management, Inc. $251M 5 Mar 2026
Page 159 of 257  ·  5,138 managers
← Prev 1… 157 158 159 160 161 …257 Next →